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Sweetgreen

253 hedge funds and large institutions have $1.64B invested in Sweetgreen in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 68 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 68

27% more call options, than puts

Call options by funds: $116M | Put options by funds: $91.4M

5% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 63

2% less funds holding

Funds holding: 259253 (-6)

3.47% less ownership

Funds ownership: 107.53%104.05% (-3.5%)

42% less capital invested

Capital invested by funds: $2.83B → $1.64B (-$1.2B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
253
Holders Change
-6
Holders Change %
-2.32%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
60
Increased
100
Reduced
68
Closed
63
Calls
$116M
Puts
$91.4M
Net Calls
+$24.7M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
201
Glass Jacobson Investment Advisors
Maryland
$29.6K +$32.8K +1,992 New
SWM
202
Spire Wealth Management
Virginia
$27.3K -$2.47K -150 -8%
MEG
203
Millstone Evans Group
Colorado
$24.6K
AF
204
Allworth Financial
California
$24.3K +$23.7K +1,438 +737%
PCC
205
Park Circle Company
Maryland
$22.3K +$24.7K +1,500 New
LFG
206
Larson Financial Group
Missouri
$21.1K +$21.5K +1,305 +1,165%
CLOS
207
Compagnie Lombard Odier SCmA
Switzerland
$20.8K +$23.1K +1,400 New
US Bancorp
208
US Bancorp
Minnesota
$16K +$8.97K +544 +103%
QL
209
Quarry LP
New York
$15.7K +$17.4K +1,058 New
SOW
210
State of Wyoming
Wyoming
$15.7K +$17.3K +1,052 New
Jones Financial Companies
211
Jones Financial Companies
Missouri
$13.2K +$10.5K +636 +192%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.9K +115 +16%
KG
213
Kilter Group
New York
$12.5K +$13.9K +842 New
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K -$165 -10 -1%
CIAM
215
Caitong International Asset Management
Hong Kong
$11.5K +$12.8K +774 New
Optiver Holding
216
Optiver Holding
Netherlands
$9.73K +$1.09K +66 +11%
WR
217
WD Rutherford
Oregon
$8.42K +$9.33K +566 New
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$8.18K +$9.07K +550 New
BCWM
219
Bartlett & Co Wealth Management
Ohio
$7.44K +$6.59K +400 +400%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$6.95K +$1.35K +82 +21%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$6.54K +$7.42K +450 New
AA
222
Addison Advisors
Vermont
$5.95K
BWL
223
Bogart Wealth LLC
Virginia
$5.95K +$6.59K +400 New
PC
224
Pier Capital
Connecticut
$5.89K -$2.76M -167,644 -100%
FIA
225
FNY Investment Advisers
New York
$5K +$5.79K +351 New

SG Hedge Fund Activity: Q2 2025 in Review

253 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q2 2025, worth a combined $1.64B — down 42% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of SG and 60 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 100 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $144M.

  • 253 institutional investors held Sweetgreen (SG) as of Q2 2025, down from 259 in Q1 2025.
  • Funds reported $1.64B of Sweetgreen stock for Q2 2025, down 42% quarter-over-quarter.
  • 60 funds opened new Sweetgreen positions in Q2 2025 and 63 closed out, a net change of -3 holders.
  • The largest Sweetgreen buyer in Q2 2025 was T. Rowe Price Associates, an estimated $107M added.
  • The largest Sweetgreen seller in Q2 2025 was Fidelity Investments, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.